First Look at The Secure Act 2.0: NEW Retirement Planning Strategies

In this episode, you’ll learn four key pieces of information from Secure Act 2.0 and how they are beneficial to you right now, including a significant update to the new IRA Beneficiary rule from Secure Act 1.0.  The changes made in this new law greatly impact how you should plan for retirement, so through this episode, I will give you tips on how best to utilize these new laws to your benefit. 

Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet:  https://www.trunorthwealth.com/newsletter-signup

What’s included:  3 Steps to Planning an EPIC Retirement

Step 1:  How will You Spend Your Time?

Step 2:  Identify Your Income & Expenses

Step 3:  Putting it all Together

 

Connect with Danette Lowe, CFP^®

https://linktr.ee/trunorthwealth

Visit Our Website:  https://www.TruNorthWealth.com

 

Episode Summary:

The four key pieces from the Secure Act 2.0:

1.  The new RMD (Required Minimum Distributions) age is increasing from 72 to 73 as of 2023 and will change again in 2033 to age 75. 

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